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Name Holding Trade Value Shares
Change 		Change in
Stake
IF
4501
Ironwood Financial
Arizona
$282K – – –
TAM
4502
Tucker Asset Management
Colorado
$281K -$11.1K -18 -5%
ICMM
4503
Integrated Capital Management (Michigan)
Michigan
$281K -$4.94K -8 -2%
MWM
4504
MOKAN Wealth Management
Kansas
$281K +$5.56K +9 +2%
WAG
4505
Wallace Advisory Group
California
$280K +$300K +486 New
KFS
4506
Kelly Financial Services
Massachusetts
$280K -$2.47K -4 -1%
NL
4507
NDWM LLC
California
$279K +$3.71K +6 +2%
BIA
4508
Barry Investment Advisors
Massachusetts
$278K -$618 -1 -0.3%
WWA
4509
Wealth Watch Advisors
Colorado
$278K +$538K +871 New
CHJWM
4510
Carlton Hofferkamp & Jenks Wealth Management
Texas
$277K +$247K +399 New
BAM
4511
Burgundy Asset Management
Ontario, Canada
$277K – – –
FCM
4512
Fogel Capital Management
Florida
$277K – – –
MJP
4513
Michael J. Puzo
$277K – – –
VBA
4514
von Borstel & Associates
Oregon
$276K +$28.4K +46 +15%
FWMM
4515
Foundation Wealth Management (Missouri)
Missouri
$276K +$13.6K +22 +6%
TIA
4516
Tandem Investment Advisors
South Carolina
$275K -$490K -793 -68%
SPI
4517
Strategic Planning Inc
Ohio
$274K -$21K -34 -8%
MFT
4518
Moisand Fitzgerald Tamayo
Florida
$274K +$29K +47 +15%
SNWA
4519
Siligmueller & Norvid Wealth Advisors
Illinois
$272K – – –
RWM
4520
Refined Wealth Management
Utah
$272K +$227K +368 New
HWMO
4521
Heritage Wealth Management (Ohio)
Ohio
$270K +$226K +366 New
GC
4522
Gibson Capital
Pennsylvania
$269K -$176K -285 -44%
PFA
4523
Portland Financial Advisors
New York
$269K – – –
ACA
4524
Anchor Capital Advisors
Massachusetts
$267K – – –
EGWAG
4525
Elwood & Goetz Wealth Advisory Group
Georgia
$266K +$223K +361 New
179 180
181
182 183